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Institutional & Family Asset Management’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Institutional & Family Asset Management’s Portfolio BLOK Stock Details BLOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-100
Closed -$4K – 812
2021
Q3 		$4K Sell
100
-788
-89% -$36.9K ﹤0.01% 690
2021
Q2 		$42K Buy
888
+602
+210% +$29.5K 0.01% 360
2021
Q1 		$16K Buy
+286
New +$13.9K ﹤0.01% 505

Other funds holding BLOK

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $108M AUM 37.61% 1-Year Est. Return

Institutional & Family Asset Management's BLOK Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Amplify Blockchain Technology ETF (BLOK) in Q4 2021, closing a stake of 100 shares — an estimated $4K sold.

Institutional & Family Asset Management first reported a position in BLOK in Q1 2021 and held it in 3 quarters. The position peaked at $42K in Q2 2021. 264 funds tracked by Wall St. Rank hold BLOK as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Amplify Blockchain Technology ETF position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 100 Amplify Blockchain Technology ETF shares in Q4 2021, an estimated $4K.
  • Institutional & Family Asset Management first reported a position in Amplify Blockchain Technology ETF in Q1 2021 and held it in 3 quarters.
  • Institutional & Family Asset Management's Amplify Blockchain Technology ETF position peaked at $42K in Q2 2021.
  • 264 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.